Annick Baumann's questions to SailPoint Inc (SAIL) leadership • Q4 2025
Question
Annick Baumann, on for Joseph Gallo, asked about the drivers of new logo acquisition, specifically how SailPoint is unlocking the market opportunity within the large installed base of legacy IGA solutions.
Answer
CFO Brian Carolan explained that the primary driver for new logos is the displacement of old, expensive, and often on-premise legacy IGA solutions. He emphasized that customers are actively seeking a more modern, efficient, and platform-based SaaS solution to handle their complex identity challenges, creating significant headroom for SailPoint to capture new business.